Jaffetilchin Investment Partners’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
10,783
+46
| +0.4% | +$4.81K | 0.07% | 167 |
|
|
2025
Q1 | $1.09M | Buy |
10,737
+2,238
| +26% | +$227K | 0.08% | 168 |
|
|
2024
Q4 | $818K | Sell |
8,499
-216
| -2% | -$20.8K | 0.06% | 181 |
|
|
2024
Q3 | $889K | Buy |
8,715
+35
| +0.4% | +$3.57K | 0.07% | 160 |
|
|
2024
Q2 | $763K | Buy |
8,680
+27
| +0.3% | +$2.37K | 0.07% | 165 |
|
|
2024
Q1 | $731K | Buy |
8,653
+2,059
| +31% | +$174K | 0.07% | 169 |
|
|
2023
Q4 | $527K | Buy |
6,594
+2,739
| +71% | +$219K | 0.05% | 207 |
|
|
2023
Q3 | $284K | Buy |
3,855
+100
| +3% | +$7.36K | 0.03% | 266 |
|
|
2023
Q2 | $307K | Sell |
3,755
-9
| -0.2% | -$736 | 0.03% | 280 |
|
|
2023
Q1 | $315K | Sell |
3,764
-14
| -0.4% | -$1.17K | 0.04% | 278 |
|
|
2022
Q4 | $327K | Sell |
3,778
-26
| -0.7% | -$2.25K | 0.04% | 257 |
|
|
2022
Q3 | $309K | Sell |
3,804
-15
| -0.4% | -$1.22K | 0.04% | 241 |
|
|
2022
Q2 | $327K | Hold |
3,819
| – | – | 0.04% | 241 |
|
|
2022
Q1 | $329K | Sell |
3,819
-23
| -0.6% | -$1.98K | 0.04% | 254 |
|
|
2021
Q4 | $340K | Hold |
3,842
| – | – | 0.03% | 262 |
|
|
2021
Q3 | $303K | Sell |
3,842
-200
| -5% | -$15.8K | 0.03% | 272 |
|
|
2021
Q2 | $317K | Hold |
4,042
| – | – | 0.02% | 317 |
|
|
2021
Q1 | $322K | Buy |
+4,042
| New | +$322K | 0.04% | 258 |
|